Introducing Record Merging for a More Organised Workflow
📂 Merge Duplicate Records with Ease
Following the release of our Duplicate Detection feature, we’re excited to announce an important enhancement – you can now merge duplicate records seamlessly!
🔗 Merge Duplicate Records: Easily combine duplicate records for surveys, contacts, properties, and referrers.
📋 Consolidated Information: Notes, tasks, emails, and call logs from the duplicate record are seamlessly copied into the main record, ensuring no information is lost.
🗑️ Streamlined Data Management: The duplicate record is automatically deleted, saving you time and eliminating the need to cross-reference.
This feature ensures all key information is available in one place, simplifying your workflow and keeping your system clutter-free.